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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,113 | $32,117-96.5% | $71,089-98.4% | $64,173-98.3% |
| Participation rate | 65.1% | 42.7%+22.4pp | 54.6%+10.5pp | 69.6%-4.5pp |
| Annual return | -33.65% | -5.57%-28.1pp | 650.65%-684.3pp | 7.63%-41.3pp |
| Employer contribution / active EE | $283 | $712-60.2% | $1,088-74.0% | $2,381-88.1% |
| Participant deferral / active EE | $475 | $1,263-62.4% | $1,873-74.6% | $3,470-86.3% |
| Admin fee / account holder | $110 | $2,759-96.0% | $3,082-96.4% | $4,887-97.7% |